Jason Calacanis

Getting a nameplate one gigawatt... Look, it is freaking hard, man.

Getting a gigawatt nameplate working...

And then, by the way, there's all the stuff that he can do on land that he's the best position to do.

I'll give you one example.

There's a great push that Jensen's making, which he needs a partner, and I think Elon becomes a natural partner, to do DC to DC.

Forget all this DC to AC to DC nonsense that goes inside of a data center.

All the lossiness.

Explain what that is in English for everybody.

Just like, look, you go through a bunch of power transformations to actually deliver the electrons into the rack so that, as Gavin said, you can generate the token on the other end.

Today, it's very inefficient.

It's very costly.

It requires a lot more power.

It requires a lot of cooling.

It requires complexity.

And what people have said is, wow, if we could just do DC to DC, like it comes in as DC, direct current, it goes right to the rack as DC, but it requires a fundamental re-architecture.

Jensen needs a design partner and a thought partner to get that done.

He's probably the only one.

So I just think there's a lot of reasons where you can underwrite this to a multiple of revenue plus the x factor, which is just the creativity and the the one more thing.

Love it.

And then here's two charts.